Getting Started with Marketing

With loyaltylive’s marketing systems, you can engage your customers directly from your mobile app.

News

You can create news posts on the Marketing/News page that will appear on your app’s home screen. The news modules include the following.

• Image: A banner to support your news post.
• Type: Determines what happens when the user interacts with the news post.

• Product: Takes the user to a specific product.
• Location: Takes the user to a specific location’s menu.
• Description: Opens a larger popup with a full news item description.
• Web Link: Opens a web browser within the app that navigates to the web link.

• Title: The title of the news post
• Description: The description of the news post
• Save: Saves the news post and publishes it to your app’s home page.
• Save & Send Notification: Publishes the news post to the home page, and sends your customers a push notification with the news item’s image, title, and description.

Promotion

On the promotions page, you can create custom promotions for your customers. When creating a promotion, there are two fundamental types.

Promotion Type

• Automated: Will automatically appear in the customer’s account on the scheduled release date.
• Coupon Code: Customers must enter the Coupon Code to receive the promotion.

Promotion Settings

1. Set the name of the promotion, e.g., “Black Friday Sale”
2. Define the promotion rules.

1. The locations you want the promotion to be active at.
2. The offer type ($ or % discount)
3. The discount amount, the minimum spend, and the maximum discount available in the event of a % discount.
4. Redemption limits: The number of times you want a customer to be able to redeem this specific promotion. Note: The value -1 equals infinite uses as long as the promotion is available.

Schedule Promotion

To launch the promotion, you must define the promotion's scheduled availability.

1. Schedule Release Date & Time: Defines when the promotion will go live.
2. Schedule End Date & Time: Defines when the promotion will end

There are additional scheduling factors in the event of a Coupon Code type promotion.

• Offer Valid For determines how long the customer will have the promotion once they have entered the coupon code. For example, I can schedule a promotion for Monday to Friday at midnight next week. This means the customers can enter the coupon code any time before Friday at midnight to receive the promotion; the Offer Valid For value determines how long that promotion lasts in their account. For example, If you set the Offer Valid For value to 1 day and the customer claims the promotion on Monday, the coupon will expire on Tuesday at the same time.

Push Notification

You can create a push notification to run when the Promotion goes live according to its Scheduled Release Date.

• Send Push Notification: If this value is “Yes,” a push notification will go out with the promotion.
• Repeat Push Notification: If enabled, you can schedule the push notification to repeat based on the time interval you set.

Customer Groups

With Loyaltylive’s customer groups feature, you can create specific groups of customers based on in-app activity. For example, “Top Spenders” includes only customers that have spent over $1000 in this group. You can select your desired group from the customer groups drop-down, and the promotion and push notification will go out only to that specific grouping of customers.

Please view our guide on Customer Groups for more information.

Push Notifications

With loyaltylive! You can schedule push notifications to your customers to inform them of sales, promotions, updates, events, and anything else you can think of.

To create and schedule a push notification, head to Marketing/Push Notifications. From there, tap “Add Push Notification.”

Image (Optional)

Add a supporting image with the push notification on your customers' home and lock screens.

Message

Define the message you want to send to your customers

Push Type

• General Notification: This sends the user to the app’s home page when they tap on the notification
• Product: This sends the user to a specific product on a location’s menu.

Schedule Push Notification

To launch the push notification, you must define the notification’s schedule.

• Schedule Release Date & Time: Defines when the push notification will go live.
• Schedule End Date & Time: Defines when the push notification will stop repeating if a repeat value is entered.
• Repeat every: This determines how frequently the push notification will repeat itself.

Customer Groups

With Loyaltylive’s customer groups feature, you can create specific groups of customers based on in-app activity. For example, “Top Spenders” includes only customers that have spent over $1000 in this group. You can select your desired group from the customer groups drop-down, and the promotion and push notification will go out only to that specific grouping of customers.

Please view our guide on Customer Groups for more information.

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